How can I search, sort and filter my user list in Optix?

Learn how to refine your user list using search, sorting and filtering

Written by David Koke Updated over a week ago

Search

Using the search bar at the top of the 'Users' screen you can search by first name, last name or team.

Sorting

You can sort your user list using any of the columns that display on the 'Users' table. To sort on a particular value, simply click the column header. Clicking it again will reverse the order.

Filtering

You can filter using the following criteria. These options are shown at the top of the 'Users' screen.User status: Filter to only show either 'active', 'pending', and/or 'lead' users on your account. Leads are users who have started but not completed the self-registration process.

Plan: Filter to only show users on a specific planPermissions: Filter to only show users who have denied their Optix app access to their phone's Bluetooth and/or Location Services, potentially affecting the accuracy of your analytics and presence data and preventing people from being automatically checked-inDevice: Filter to only show users on Android, iOS, or users who haven’t yet downloaded your venue’s app onto their mobile phonePayment: Finally, the payment filter gives you the chance to filter by two variables. You can filter to show only users who have (or don’t have) a payment method attached to their account, and/or users who have auto-payments on or off. This will bring up a number of filters, as well as a search bar.

More Filters: You will also be able to sort your user list based on any custom properties that you have configured as 'Single Option' or 'Multiple Options'.